Акции Apollo Hospitals выросли на 4% после повышения руководством прогноза роста выручки больничного бизнеса на FY27
Ключевые выводы
- •Акции Apollo Hospitals выросли на 4% после того, как руководство повысило прогноз роста выручки больничного бизнеса на FY27.
- •Компания сохранила прогноз убытка EBITDA в размере ₹140 crore to ₹150 crore для новых больниц в FY27, не изменив его по сравнению с мартовским квартальным звонком.
- •Новые больницы обычно остаются убыточными по EBITDA, пока не достигнут полной загрузки, даже если общий бизнес сети растет.
- •Июньский квартал 2026 года является началом FY27, поскольку Apollo Hospitals использует финансовый год с апреля по март.
- •Apollo Hospitals, основанная в 1983 году Dr. Prathap C. Reddy и со штаб-квартирой в Chennai, является одним из крупнейших частных операторов больниц в India и также ведет розничную аптечную сеть, диагностический и цифровой медицинский бизнес.
Apollo Hospitals Enterprise Ltd. saw its shares rise 4% after the company's management raised its revenue growth guidance for the hospital business for the 2026-27 financial year (FY27).
According to a CNBC-TV18 report, management guided for an earnings before interest, taxes, depreciation and amortization (EBITDA) loss of ₹140 crore to ₹150 crore from its new hospitals in FY27 — a figure unchanged from the guidance given on the company's March quarter earnings call.
New hospitals typically take time to reach full utilization, which is why recently opened facilities often remain loss-making at the EBITDA level even as an established hospital network's overall business grows. The commentary came as part of CNBC-TV18's coverage of the healthcare provider's first-quarter results. Apollo Hospitals follows an April-to-March fiscal year, which makes the June 2026 quarter the opening quarter of FY27 and the March quarter the final quarter of the previous fiscal year, FY26.
The EBITDA loss guidance applies specifically to the company's new hospitals, while the raised revenue growth guidance covers the hospital business for FY27. Together, the two numbers describe a year in which the hospital business is expected to post stronger revenue growth while newly opened facilities continue to absorb expansion costs. How that balance plays out will show up in the company's regular quarterly disclosures — metrics such as hospital occupancy and average revenue per occupied bed — over the remaining quarters of FY27.
Apollo Hospitals Enterprise Ltd., headquartered in Chennai, is one of India's largest private hospital operators. Founded in 1983 by Dr. Prathap C. Reddy, the group runs a network of multi-specialty hospitals across the country and also operates pharmacy retail, diagnostics, and digital healthcare businesses. In India's listed hospital space, its peers include chains such as Max Healthcare Institute Ltd. and Fortis Healthcare Ltd. Its shares are listed on the National Stock Exchange of India under the symbol APOLLOHOSP and on the BSE.
